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Our Team
Meet our leadership team and our financial planners
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Jason McGuigan
Regional Director, Oxford & Chartered Financial PlannerJason has been a financial planner since 1988 and over this time, he has gained the globally recognised Certified Financial Planner designation and… Read more -
Nicolas Chaitow
Chartered Financial PlannerNick is a Chartered Fellow of the Personal Finance Society, Chartered Member of the Securities Institute and an occupational pension transfer… Read more -
Ian Brookes
Chartered Financial PlannerIan has worked in financial services for nearly 20 years. He started his career supporting financial advisers, becoming qualified himself, and… Read more -
Paul Poulter
Financial PlannerPaul worked in financial services for 30 years as a financial planner with financial advisers, high street banks and wealth management firms. … Read more -
Charles Matthews
Independent Financial AdviserCharles has a long list of professional qualifications: He is a Fellow of the Chartered Insurance Institute, a Chartered Financial Planner and a… Read more
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Jason McGuigan
Regional Director, Oxford & Chartered Financial PlannerJason has been a financial planner since 1988 and over this time, he has gained the globally recognised Certified Financial Planner designation and…Read more -
Nicolas Chaitow
Chartered Financial PlannerNick is a Chartered Fellow of the Personal Finance Society, Chartered Member of the Securities Institute and an occupational pension transfer…Read more -
Ian Brookes
Chartered Financial PlannerIan has worked in financial services for nearly 20 years. He started his career supporting financial advisers, becoming qualified himself, and…Read more -
Paul Poulter
Financial PlannerPaul worked in financial services for 30 years as a financial planner with financial advisers, high street banks and wealth management firms. …Read more -
Charles Matthews
Independent Financial AdviserCharles has a long list of professional qualifications: He is a Fellow of the Chartered Insurance Institute, a Chartered Financial Planner and a…Read more